Capital Directions Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q4 | $666K | Sell |
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|
2021
Q3 | $702K | Buy |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $177K | Hold |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $139K | Sell |
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|
2020
Q1 | $133K | Sell |
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|
2019
Q4 | $201K | Hold |
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|
2019
Q3 | $191K | Sell |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $279K | Hold |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $267K | Sell |
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|
2017
Q4 | $286K | Sell |
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|
2017
Q3 | $308K | Sell |
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|
2017
Q2 | $333K | Buy |
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|
2017
Q1 | $267K | Sell |
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|
2016
Q4 | $284K | Sell |
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|
2016
Q3 | $291K | Sell |
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|
2016
Q2 | $292K | Hold |
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|
2016
Q1 | $279K | Hold |
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|
2015
Q4 | $270K | Hold |
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|
2015
Q3 | $264K | Sell |
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|
2015
Q2 | $318K | Sell |
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|
2015
Q1 | $328K | Hold |
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|
2014
Q4 | $330K | Sell |
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|
2014
Q3 | $351K | Sell |
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|
2014
Q2 | $401K | Hold |
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|
2014
Q1 | $380K | Sell |
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|
2013
Q4 | $405K | Sell |
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|
2013
Q3 | $400K | Sell |
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|
2013
Q2 | $464K | Buy |
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